Job Location - Vikhroli (Mumbai) Responsibilities The candidate will be looking at the analytics and reporting requirements of the various Traditional Funds. This will involve coordination of the Investment Team with Actuarial/ Operations/Finance/Risk Team etc. for various data requirements with the objective of time bound deliverables for ALM / ALCO/Strategic Planning and Strategic/ Tactical Asset Allocations/Investment Committee as required by the Local and Regional Investment Office. The role will involve working on Excel / Power Point PPT as well as Automated tools and systems. The candidate will be working closely with the Fund Mangers and the also with the Reginal Investment Team members on a very frequent basis The candidate based on his own commitment of personal and professional growth will be encouraged to participate in Fund Management activities and use the above analytical exercise to give inputs for actual implementation in the Portfolio. The candidate will be instrumental in developing various internal models on Interest Rates and Credit forecasting and can take initiatives in Credit Research Analysis Functional Skillsets The candidate needs to have a very strong Analytical bent of mind with flare for numbers and should be comfortable in working in Excel and Power Point. Experience in working with Bloomberg and knowledge of latest trends and applicability in AI will be an added advantage as there will be expectations of process automation possibilities wherever they exist. Qualifications Candidate with Mathematics / Statistics background with professional qualification in Data Analytics / Data Science / Cleared large part of papers from the IAI/IFOA. Pursuing FRM will be an added advantage.
Job location: Mumbai (Vikhroli) Job Summary AML-CFT compliance management: Overall management of compliance with AML-CFT Policy, Sanctions Policy of IRDAI & Generali group Alert/Red flag indicator review: Ability to define rule engines for generation of alerts, review, including investigation as appropriate for detecting money laundering tendencies Reporting of STR/SAR: Verifying data as per red flag alerts and reporting of Suspicious transactions to Financial Intelligence Unit Compliance with Sanctions process: Ensuring that Sanction Lists are up to date and screening of Sanctioned persons are done with utmost accuracy with the help of IT systems Generali AFC reporting compliance: Complying with Generali guidelines and policies on AML-CFT/Sanctions and reporting Training on AML-CFT & Sanctions: Providing clarifications and training on AFC topics to employees and stakeholders Monitoring and Review: Independently monitor and review the Company's AML processes and policies and suggest recommendations in line with the applicable laws/guidelines. Record maintenance: Maintenance of records and reports for reference Compliance Assurance: 2nd Level Control Testing of Underwriting and Operational activities (Policy issuance, customer servicing and complaints management) Advisory on the Compliance Matters: Assess new business proposal, regulations, circulars and advise the business team on its implications and implementation. Competencies Proficiency in using AML/CFT software and tools. Strong analytical and investigative skills Ability to work independently and as part of a team. Excellent communication and interpersonal skills. Education & Experience Minimum Education: Bachelor’s degree, Preferably Chartered Accountant, MBA Certifications: AML/CFT compliance Experience: Minimum of 5-7 years of experience in AML/CFT compliance, preferably in the life insurance or financial services industry. Hands on experience in SQL and MS office applications (Excel, PowerPoint & Word)
'1. Responsible for Financial Risk related Reporting to Region/Group 2. Adoption and Implementation of Generali Group Policies and Guidelines 3. Monitoring and Control of Regulatory/Group/Risk Appetite Framework (RAF) Limits 4. Prepare Risk Opinion on Business case on investment instruments/limits, Capital infusion plan/proposals and Intra group transactions 5. Calculation and review of liquidity ratios on periodic basis 6. Analysis of changes in Solvency Ratio based on input from Finance and Actuary teams to ensure adherence to regulatory limits/RAF 7. ALM monitoring & SAA analysis and review 8. Capital Infusion – Analysis of capital requirements to remain within RAF limits 9. Credit and Counterparty Risk Assessment 10. Calculation of risk margin for Solvency II reporting Project Related Skills - Co-ordinating with auditors during audits & limited reviews. Ability to prepare reports/presentations for facilitating discussions at various levels vizzz. Leadership Team, Management Steering Committees, Board committees, Regulatory Requirements etc. Skills Business Acumen - Understanding of Insurance Industry/Risk Excel and Data Analysis, Modeling Skills Logical Thinking and Reasoning Skills Communication Skills - Written and Verbal Education and Experience Preferably MBA and/or Certifictions (CFA/FRM, Risk) 3-7 Years Experience in Insurance/Financial Services/Actuarial/Risk
As a Customer Retention Executive based in Jaipur, you will play a crucial role in managing customer relationships and ensuring high levels of customer satisfaction. Your primary responsibilities will include addressing customer inquiries, resolving issues, maintaining customer records, and developing strategies to retain customers. Additionally, you will be tasked with analyzing customer feedback and collaborating with various departments to improve the overall customer experience. To excel in this role, you must possess strong customer satisfaction and customer support skills. Your ability to effectively communicate and provide exceptional customer service will be essential. Proficiency in CRM software and strong analytical skills are also required. Previous experience in the insurance industry will be considered advantageous. This is a full-time, on-site position that requires you to work collaboratively in a team environment. A Bachelor's degree in Business Administration, Marketing, or a related field is preferred. If you are looking for a challenging opportunity to enhance customer retention and contribute to the success of the organization, we encourage you to apply for this role.,
Job Role - Equity Dealer Job Location- Mumbai (Vikhroli) Job purpose Person will be primarily responsible for equity dealing - i.e execute equity trades. He / she will also be responsible for timely closure of all the deals in the system. The role of an dealer is to execute trades on behalf of the company, track market developments closely and inform the team about new investment ideas and recent market developments. This job is focused heavily on market intelligence. He will be closely working with the Fund Manager & CIO. Key responsibilities Constantly evaluate market developments and regular interactions with brokers, analysts & dealers to give accurate information to the investment team. Timely closure of all equity trades in the system. Ensure full compliance with internal and external guidelines and regulations. Ensure that there are no major internal audit issues with major financial implications Identify potential trading strategies and offer investment ideas. Support Fund Manager & Head of Invetsments in managing the Investment portfolio to achieve the KPI of Dept Helping the Investment team in day to day activities Support Fund Manager in MIS & Other Reporting Qualifications BCOM / MBA Experience 2-3 years experience in Indian Equity market Functional and Behavioral requirements Good understanding of Indian equity market Strong market intelligence & Ability to comprehend market developments Good understanding of technical analysis Basic Knowledge of Portfolio Construction & Review Understanding of Risk Management in Investing Sound Excel & PPT skills
You will be responsible for financial risk-related reporting to the Region/Group, including the adoption and implementation of Generali Group policies and guidelines. Your role will involve monitoring and controlling Regulatory/Group/Risk Appetite Framework (RAF) limits. You will be required to prepare risk opinions on business cases related to investment instruments/limits, capital infusion plans/proposals, and intra-group transactions. Additionally, you will calculate and review liquidity ratios periodically. Analyzing changes in Solvency Ratio based on input from Finance and Actuary teams to ensure adherence to regulatory limits/RAF will be a key part of your responsibilities. You will also be involved in ALM monitoring, SAA analysis, and review. Conducting Capital Infusion Analysis to determine capital requirements within RAF limits is another aspect of your role. You will assess credit and counterparty risks, as well as calculate risk margins for Solvency II reporting. Project-related skills include coordinating with auditors during audits and limited reviews, as well as preparing reports and presentations for discussions at various levels such as Leadership Team, Management Steering Committees, Board committees, and Regulatory Requirements. Your skills should include business acumen with an understanding of the Insurance Industry and Risk, proficiency in Excel and data analysis, modeling skills, logical thinking, reasoning skills, and effective written and verbal communication. Ideally, you should hold an MBA and/or certifications such as CFA/FRM in Risk, along with 3-7 years of experience in Insurance, Financial Services, Actuarial, or Risk.,
Note : Candidates from Insurance and Banking sales are preffered •Recruit and Activate advisors as per plan (activation on a monthly basis) • Ensure Active Advisor productivity is maintained as per the plan. • Establish interpersonal business relationship to facilitate work activities. • Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency) • Generate revenue and acquire new customers either face to face or digitally. • Review with reporting manager on a weekly basis • Attend all meeting and training programs conducted by management • Ensure 2 joint calls are made on a daily basis • Comply with all the policies and procedures laid down by the company
Note : Candidates from Insurance and Banking sales are preffered •Recruit and Activate advisors as per plan (activation on a monthly basis) • Ensure Active Advisor productivity is maintained as per the plan. • Establish interpersonal business relationship to facilitate work activities. • Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency) • Generate revenue and acquire new customers either face to face or digitally. • Review with reporting manager on a weekly basis • Attend all meeting and training programs conducted by management • Ensure 2 joint calls are made on a daily basis • Comply with all the policies and procedures laid down by the company
Note : Candidates from Insurance and Banking sales are preffered •Recruit and Activate advisors as per plan (activation on a monthly basis) • Ensure Active Advisor productivity is maintained as per the plan. • Establish interpersonal business relationship to facilitate work activities. • Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency) • Generate revenue and acquire new customers either face to face or digitally. • Review with reporting manager on a weekly basis • Attend all meeting and training programs conducted by management • Ensure 2 joint calls are made on a daily basis • Comply with all the policies and procedures laid down by the company
Note : Candidates from Insurance and Banking sales are preffered •Recruit and Activate advisors as per plan (activation on a monthly basis) • Ensure Active Advisor productivity is maintained as per the plan. • Establish interpersonal business relationship to facilitate work activities. • Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency) • Generate revenue and acquire new customers either face to face or digitally. • Review with reporting manager on a weekly basis • Attend all meeting and training programs conducted by management • Ensure 2 joint calls are made on a daily basis • Comply with all the policies and procedures laid down by the company
Job location: Mumbai (Vikhroli) Job Summary AML-CFT compliance management: Overall management of compliance with AML-CFT Policy, Sanctions Policy of IRDAI & Generali group Alert/Red flag indicator review: Ability to define rule engines for generation of alerts, review, including investigation as appropriate for detecting money laundering tendencies Reporting of STR/SAR: Verifying data as per red flag alerts and reporting of Suspicious transactions to Financial Intelligence Unit Compliance with Sanctions process: Ensuring that Sanction Lists are up to date and screening of Sanctioned persons are done with utmost accuracy with the help of IT systems Generali AFC reporting compliance: Complying with Generali guidelines and policies on AML-CFT/Sanctions and reporting Training on AML-CFT & Sanctions: Providing clarifications and training on AFC topics to employees and stakeholders Monitoring and Review: Independently monitor and review the Company's AML processes and policies and suggest recommendations in line with the applicable laws/guidelines. Record maintenance: Maintenance of records and reports for reference Compliance Assurance: 2nd Level Control Testing of Underwriting and Operational activities (Policy issuance, customer servicing and complaints management) Advisory on the Compliance Matters: Assess new business proposal, regulations, circulars and advise the business team on its implications and implementation. Competencies Proficiency in using AML/CFT software and tools. Strong analytical and investigative skills Ability to work independently and as part of a team. Excellent communication and interpersonal skills. Education & Experience Minimum Education: Bachelor’s degree, Preferably Chartered Accountant, MBA Certifications: AML/CFT compliance Experience: Minimum of 5-7 years of experience in AML/CFT compliance, preferably in the life insurance or financial services industry. Hands on experience in SQL and MS office applications (Excel, PowerPoint & Word)
Role & responsibilities Job description Position: Relationship Manager -Banca Channel Location : Bangalore, Gulbarga, Davengere, Kannur & Cochin Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred Preferred candidate profile if Interested Candidates Please send your Resume to- o.ruby.siburaj20@generalicentral.com or Call 9745686338 Preferred candidate profile
Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. Develop new business opportunities through cross-selling of life insurance products to bank customers. Collaborate with internal teams to resolve client queries and issues related to policy servicing. Identify potential risks and develop strategies to mitigate them, ensuring compliance with regulatory requirements. Meet sales targets by acquiring new clients and increasing revenue growth. Desired Candidate Profile 1-3 years of experience in Bancassurance Sales, BFSI Sales, or Insurance Sales. Strong understanding of bancassurance channel management principles. Excellent communication skills for effective relationship-building with clients. Ability to work independently as well as part of a team environment.
Role & responsibilities Job description Position: Relationship Manager -Banca Channel Location : Hyderabad, Mancherial, Siddipet & Yadagirigutta Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred Preferred candidate profile if Interested Candidates Please send your Resume to- o.ruby.siburaj20@generalicentral.com or Call 9745686338
Roles and Responsibilities Handle customer calls, resolve their queries, and provide solutions to their problems. Maintain accurate records of all interactions with customers using CRM software. Stay updated on product knowledge and industry trends to improve service quality. Desired Candidate Profile 0-1 year of experience in BPO, telecalling, or voice process background preferred but not mandatory. Excellent communication skills in English (written & spoken) required; fluency essential.
Roles and Responsibilities Manage relationships with existing clients to increase sales and retention. Identify new business opportunities through direct channel sales. Develop and maintain a strong understanding of loyalty programs for life insurance products. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Desired Candidate Profile 1-4 years of experience in direct channel sales, preferably in the life insurance sector. Strong knowledge of sales principles, including relationship management and upselling techniques. Ability to work independently with minimal supervision while meeting targets set by the organization.
Position: Sales Manager Direct Reports: Business Manager / Area Manager Function / Department: Direct Role & Responsibilities: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency Preferred candidate profile Minimum Graduate Age preferably less than 35 years. Minimum 3-5 years' experience, preferably in Insurance Sale Interested Candidates Please share your Resume to o.ruby.siburaj20@generalicentral.com or 9745686338
Role & responsibilities Manage agent recruitment, development, and retention to meet business targets. Source new agents through various channels such as referrals, networking, and marketing campaigns. Conduct regular training sessions for agents on sales techniques, product knowledge, and customer service standards. Analyze agent performance data to identify areas of improvement and develop strategies for growth. Collaborate with other departments (e.g., underwriting) to resolve issues related to policy issuance or claims processing. Desired Candidate Profile 1-4 years of experience in insurance sales or agency management. Strong understanding of life insurance products and industry regulations. Excellent communication, leadership, and problem-solving skills. Ability to work independently with minimal supervision while meeting tight deadlines. Interested Candidates kindly share your resume to o.ruby.siburaj20@generalicentral.com or Call 9745686338
Role & responsibilities Job description Position: Relationship Manager -Banca Channel Location : Hyderabad, Mancherial, Siddipet & Yadagirigutta Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred if Interested Candidates Please send your Resume to- o.ruby.siburaj20@generalicentral.com or Call 9745686338
Roles and Responsibilities Manage group sales performance, including new business acquisition, retention, and cross-selling opportunities. Develop and maintain relationships with key clients to drive revenue growth through corporate sales strategies. Identify potential customers for life insurance products and services, leveraging existing networks and market knowledge. Analyze market trends, competitor activity, and customer feedback to inform strategic decisions. Desired Candidate Profile 4-8 years of experience in Group Sales or Corporate Sales within the financial services industry. Proven track record of success in acquiring new businesses and driving revenue growth through effective relationship management.